Bloomberg Talks AMD CEO Lisa Su Talks New Data Center Chip, Demand
Jan 6, 2026
Lisa Su, CEO of Advanced Micro Devices, leads a conversation on the groundbreaking MI-455 chip designed for data centers, featuring an impressive two/three nanometer design with 320 billion transistors. She discusses strategic partnerships with OpenAI and Oracle, as well as AMD's competitive edge against Nvidia. Su also examines the anticipated explosion in AI compute demand, forecast at a 100x growth, and outlines AMD's open ecosystem approach. She highlights the company's commitment to addressing production challenges and its roadmap for future chip advancements.
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MI-455: A Two-Nanometer Leap
- AMD's MI-455 packs cutting-edge two- and three-nanometer dies into a single powerful accelerator for AI workloads.
- Lisa Su says it contains ~320 billion transistors and targets the surging demand for large-scale AI compute.
Prepare For 2H-2026 Deployments
- Plan deployments now: MI-455 will appear in customer data centers in the second half of 2026 and then ramp.
- Expect early use by cloud partners like OpenAI and large enterprise/cloud customers.
A Family Strategy For Diverse Needs
- AMD offers a family of accelerators: MI-455 for cloud scale and MI-440 for enterprise on-prem upgrades.
- MI-440 reuses MI-455 building blocks to fit existing data center infrastructure without full rebuilds.